RenMac Off-Script: The Great Growth Re-Rate - Listen - RenMac

RenMac Off-Script: The Great Growth Re-Rate

Listen now

Description

Jeff, Neil, and Steve discuss: Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern direction forward

More Episodes

See all »

RenMac Off-Script: Solid but Cooling

RenMac discusses latest inflation data and the impact on the Fed, what labor market’s are telling us about trajectory, Latest Trump nominations, Bitcoin Breakout, Bullish cyclical call stands in stark contrast to weak semiconductors.

Published 11/15/24

RenMac

Published 11/15/24

RenMac Off-Script: October Surprise

RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed’s path into year’s end

Published 11/01/24